SW

SVB Wealth Portfolio holdings

AUM $1.7B
1-Year Est. Return 13.33%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$7.18B
AUM Growth
+$368M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
992
New
Increased
Reduced
Closed

Top Buys

1
+$127M
2
+$95.4M
3
+$95.3M
4
EBAY icon
eBay
EBAY
+$19.2M
5
AMT icon
American Tower
AMT
+$14.8M

Top Sells

1
+$179M
2
+$32.2M
3
+$23.1M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$18.5M
5
AMZN icon
Amazon
AMZN
+$16M

Sector Composition

1 Technology 12.99%
2 Financials 7.29%
3 Healthcare 6.61%
4 Consumer Discretionary 4.35%
5 Industrials 4.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$253K ﹤0.01%
47,130
+6,338
702
$253K ﹤0.01%
20,615
+830
703
$252K ﹤0.01%
2,474
+54
704
$251K ﹤0.01%
1,370
-13
705
$250K ﹤0.01%
+3,895
706
$250K ﹤0.01%
+6,664
707
$250K ﹤0.01%
+7,793
708
$250K ﹤0.01%
+408
709
$249K ﹤0.01%
1,764
-15
710
$248K ﹤0.01%
+6,594
711
$247K ﹤0.01%
+24,409
712
$246K ﹤0.01%
8,294
-822
713
$246K ﹤0.01%
+3,934
714
$246K ﹤0.01%
+1,054
715
$245K ﹤0.01%
518
-133
716
$244K ﹤0.01%
13,127
+5,783
717
$243K ﹤0.01%
+13,962
718
$242K ﹤0.01%
2,800
719
$241K ﹤0.01%
2,486
+61
720
$238K ﹤0.01%
701
-27
721
$237K ﹤0.01%
4,625
+100
722
$237K ﹤0.01%
6,595
-1,625
723
$237K ﹤0.01%
+10,984
724
$236K ﹤0.01%
+965
725
$235K ﹤0.01%
25,000
27 28
29
30 31